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Sequoia Financial Advisors’s Yext YEXT Stock Holding History

Sequoia Financial Advisors’s Portfolio YEXT Stock Details YEXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-12,641
Closed -$48.5K – 2260
2026
Q1 		$48.5K Buy
+12,641
New +$76.1K ﹤0.01% 1890

Other funds holding YEXT

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM

Sequoia Financial Advisors's YEXT Position: Q2 2026 in Review

Sequoia Financial Advisors sold out of Yext (YEXT) in Q2 2026, closing a stake of 12,641 shares — an estimated $48.5K sold.

Sequoia Financial Advisors first reported a position in YEXT in Q1 2026 and held it in 1 quarter. The position peaked at $48.5K in Q1 2026. 7 funds tracked by Wall St. Rank hold YEXT as of Q2 2026.

  • Sequoia Financial Advisors reported no remaining Yext position as of Q2 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 12,641 Yext shares in Q2 2026, an estimated $48.5K.
  • Sequoia Financial Advisors first reported a position in Yext in Q1 2026 and held it in 1 quarter.
  • Sequoia Financial Advisors's Yext position peaked at $48.5K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Yext as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.